Axis Momentum Fund

Axis Momentum Fund

Equity

Axis Mutual Fund

Equity - Other

Get the latest NAV of Axis Momentum Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹8.51

▼-2.6%1D

NAV as on 16 Mar 2026

-12.21%/per year

Since Inception

Absolute Gain%

▲▼

1077 people have invested ₹ 26.8L in Axis Momentum Fund in the last three months

Axis Momentum Fund Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (16-Mar-26)

The fund has outperformed the benchmark (Nifty 500) over 1Y, but underperformed over 3Y, 5Y.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
-8.01%
-9.38%
-7.31%
8.14%
--
--
Nifty 500
-8.24%
-9.84%
-7.86%
6.02%
14.31%
11.33%
Equity - Other Avg
--
--
--
--
--
--
Best in Equity - Other
-0.27%
8.57%
15.16%
40.39%
32.84%
27.06%
Worst in Equity - Other
-14.21%
-21.92%
-23.59%
-11.68%
7.85%
5.89%

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Axis Momentum Fund
-
1,071Cr
0.81%
8.14%
-
--
--
--
--
--
ICICI Prudential India Opportunities Fund
1/47
35,666Cr
0.66%
10.99%
22.27%
7.78
0.82
1.52
3.00
1.60
ICICI Prudential Business Cycle Fund
2/47
16,202Cr
0.74%
11.25%
21.35%
7.04
0.84
1.44
2.86
1.52
Nippon India Quant Fund
3/47
113Cr
0.53%
10%
18.98%
3.82
1.02
1.13
2.00
1.38
See all

Axis Momentum Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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Axis Momentum Fund Asset Allocation

See fund asset allocation details as on (14-Mar-26)

Fund Distribution

as on (14-Mar-26)

Large cap
51.7%
Mid cap
35.7%
Small cap
12.5%
Mid Cap allocation has gone up from 34.2% to 35.7%
Mid Cap allocation has gone up from 34.2% to 35.7%
Large Cap allocation has gone down from 55.8% to 51.7%
Large Cap allocation has gone down from 55.8% to 51.7%
Small Cap allocation has gone up from 10.2% to 12.5%
Small Cap allocation has gone up from 10.2% to 12.5%
Cash allocation has gone up from -0.3% to 0.2%
Cash allocation has gone up from -0.3% to 0.2%

Axis Momentum Fund Sector Allocation

See fund sector allocation details as on (14-Mar-26)

Sector Allocation

Financial Services
33.8%
Basic Materials
13%
Industrial
12.3%
Health
9.9%
Consumer Cyclical
8.5%
Communication
8.2%
Tech
6.4%
Consumer Defensive
3.9%
Energy
3.5%
Utilities
0.6%

Top 3 Sectors in February were Financial Services, Consumer Cyclical & Industrial

Feb'26

Financial Services

34%

Consumer Cyclical

16%

Industrial

12%

Jan'26

Financial Services

33%

Consumer Cyclical

15%

Industrial

13%

Axis Momentum Fund Holdings Details

as on (28-Feb-26)

Holdings
Weight%
1M Change
HDFC Bank Ltd
7.04%
0%
Bharti Airtel Ltd
6.39%
-4.2%
Bharat Electronics Ltd
4.77%
-8.2%
Laurus Labs Ltd
4.44%
0%
Multi Commodity Exchange of India Ltd
4.13%
-10.5%
See all
Top Stocks bought last month
Laurus Labs Ltd's allocation increased from 3.9% to 4.44%
Laurus Labs Ltd's allocation increased from 3.9% to 4.44%
Cummins India Ltd's allocation increased from 2.36% to 2.87%
Cummins India Ltd's allocation increased from 2.36% to 2.87%
RBL Bank Ltd's allocation increased from 3.52% to 3.85%
RBL Bank Ltd's allocation increased from 3.52% to 3.85%
Top Stocks sold last month
HDFC Bank Ltd's allocation decreased from 7.21 % to 7.04 %
HDFC Bank Ltd's allocation decreased from 7.21 % to 7.04 %
Bharti Airtel Ltd's allocation decreased from 6.83 % to 6.39 %
Bharti Airtel Ltd's allocation decreased from 6.83 % to 6.39 %
Bharat Electronics Ltd's allocation decreased from 5.13 % to 4.77 %
Bharat Electronics Ltd's allocation decreased from 5.13 % to 4.77 %

Axis Momentum Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.81%
Benchmark
Nifty 500 TR INR
AUM₹1071 Cr
Inception Date12 December, 2024
Min Lumpsum/SIP₹100/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
40.8%
Risk
Risk meter
pointer
Very High Risk

About Axis Momentum Fund

Axis Momentum Fund is an equity fund. This fund was started on 12 December, 2024. The fund is managed by Nandik Mallik, Karthik Kumar, Mayank Hyanki. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Axis Momentum Fund has ₹1071 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
  2. The fund has an expense ratio 0.8.

Returns

Axis Momentum Fund has given a CAGR return of -12.21% since inception. Over the last 1 year the fund has given a CAGR return of 8.14%.

Holdings

Axis Momentum Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Industrial, Basic Materials, Tech, Health, Communication, Energy, Consumer Defensive, Utilities. Its top holdings are HDFC Bank Ltd, Bharti Airtel Ltd, Bharat Electronics Ltd, Laurus Labs Ltd, Multi Commodity Exchange of India Ltd

Taxation

As it is a equity - other mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of Axis Momentum Fund

The Scheme aims to provide long-term capital growth from an actively managed diversified portfolio of equity & equity-related securities of companies that exhibit strong momentum. The selection of securities will be based on a quantitative model that will aim to maximize momentum exposure based on various parameters. There is no assurance that the investment objective of the scheme will be achieved.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 500.00. Axis Momentum Fund has no lock in period.

Fund Manager

Nandik Mallik

Fund Manager of Axis Momentum Fund, since 9 December 2025

Karthik Kumar

Fund Manager of Axis Momentum Fund, since 12 December 2024

Mayank Hyanki

Fund Manager of Axis Momentum Fund, since 12 December 2024

Learn more about Axis Mutual Fund
Parameters
Feb'26
Jan'26
Dec'25
AUM
₹ 1.1K Cr
₹ 1.1K Cr
₹ 1.2K Cr
  • AUM of the fund stands at 1.1K Cr as of Feb'26
  • AUM decreased by 24 Cr between Feb'26 and Jan'26

Frequently Asked Questions for Axis Momentum Fund

How do I invest in Axis Momentum Fund?

INDmoney makes it simple to invest in the Axis Momentum Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Axis Momentum Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Axis Momentum Fund?

The NAV of the fund today is ₹8.51. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Axis Momentum Fund fund has generated a return of 8.14% in 1 year

Who is the fund manager of Axis Momentum Fund?

The fund managers are Nandik Mallik, Karthik Kumar, Mayank Hyanki.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-12 Months. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.81%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹1071 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Axis Momentum Fund?

The top 3 holdings of the fund are HDFC Bank Ltd(7.04%), Bharti Airtel Ltd(6.39%), Bharat Electronics Ltd(4.77%)